Salescaptain + Workiz
Send Salescaptain review requests when Workiz jobs are done
Get instant feedback and reviews from your clients once a job is completed with Workiz. With this workflow, as soon as you mark a job as done in Workiz, a review request is initiated through SalesCaptain. Not only does it save your precious time, but it also helps in boosting your client relations and maintaining a constructive feedback loop. Ensure your team's quality service is recognized promptly and utilize that insight for further improvements.
Get instant feedback and reviews from your clients once a job is completed with Workiz. With this workflow, as soon as you mark a job as done in Workiz, a review request is initiated through SalesCaptain. Not only does it save your precious time, but it also helps in boosting your client relations and maintaining a constructive feedback loop. Ensure your team's quality service is recognized promptly and utilize that insight for further improvements.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Send Review Request From SalesCaptain
Send Review Request From SalesCaptain
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Company idRequired
Try It